Table of Contents
Analyst Comment
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- There are bad times just around the corner
- 2011 – a year to forget
- The lessons
Headlines for the Month
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- Food retailers
- Off licences
- Clothing retailers
- Multi-sector retailing
- Department stores
- Mixed goods
- DIY
- Miscellaneous specialists
- Electricals
- Furniture retailing
- Home shopping
- Health and beauty
- Books and stationery
- Sports and leisure goods
- Jewellers
- Economy
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 1: Retail sales trends, 2010-11
- So is there a slowdown? – evidence from the BRC
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2009-11
- John Lewis
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- Figure 3: John Lewis: Year-on-year growth, 2010-11
- Inflation and wages
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- Figure 4: RPI vs Average weekly earnings growth, 2005-11
- Inflation remains uncomfortably high
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- Figure 5: Annual percentage change in the Consumer Price Index for selected product groups, 2010-11
- Looking forward
Sector Focus – Mixed Goods
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- Sector relatives
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- Figure 6: Mixed goods retailers’ share of all retail sales, 2001-10
- Retail sales data
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- Figure 7: Mixed goods retailers, sales trends, 2005-10
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- Figure 8: Retail sales: Year-on-year % change, Jan 2010- Feb 2011
- Consumer prices inflation
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- Figure 9: Consumer prices inflation for selected categories, Jan 2010- March 2011
- Consumer expenditure
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- Figure 10: Consumer expenditure on selected product categories, 2006-10
- Leading retailers
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- Figure 11: Mixed goods retailers: Leading operators, 2009/10
News Analysis
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- Grocers
- Asda receives the all-clear for Netto takeover
- Co-op
- …partners beforeIshop as online coupon provider
- …profits rise despite like-for-like dip
- Food retailers back Government healthy living pledge
- Lidl posts FY results, with sales up 4%
- Midcounties Co-operative profits up 35%
- Morrisons
- …annual profit up
- …buys 10% stake in FreshDirect
- Sainsbury's
- …cocktail bay sees spirit sales lift
- …sees continued growth in Q4 2011
- Spar companies A.F. Blackmore and Capper merge
- Supermarkets to collect plastic packaging on-site
- Tesco
- …enters used car market
- …forced to offer refunds after price checker failure
- …acquisition of Mills Group given go ahead
- Food specialists
- Greggs sees another good year
- Off-licences
- Oddbins
- …applies for administration
- …in administration
- Clothing retailing
- All Saints close to sale deal
- Ann Summers hit by rising product costs
- Arcadia to cut over 100 Irish jobs over rental rates
- Boux Avenue store opens
- Burberry to boost brand with 'statement stores'
- Freemans chasing £40m in sales from new plus-size site
- French Connection posts pre-tax profit of £7.3m
- Gap
- …to develop jewellery range as part of strategy shift
- …UK portfolio to see 'minimal closures'
- H&M UK sales up 14%
- Henley retail arm in administration
- Hermes to sell its Jean-Paul Gaultier stake
- Inditex
- …EBITDA rises 25% in 2010
- …to push lesser known brands in UK
- Jaeger expands delivery to seven further countries
- Moss Bros narrows pre-tax losses
- Mulberry profits to "exceed expectations"
- New Look
- …chief exec Carl McPhail resigns
- …launches mobile shopping site
- Next
- …drops womenswear prices by 7%
- …posts profit rise but warns of retail landscape
- Officers Club on brink of administration
- Peacocks considers sale of Bonmarché
- Reiss to launch anniversary collection and push overseas expansion
- River Island's predecessor to be revived
- SuperGroup chief operating officer steps down
- Ted Baker pre-tax profits rise
- TK Maxx to open Haymarket store despite faltering performance
- Tommy Hilfiger helps PVH beat expectations
- Urban Outfitters posts lacklustre Q4 results
- White Stuff set for sale or flotation
- Footwear retailing
- Schuh launches an iPhone app
- Multi-sector retailing
- HMV
- …considers offers for Waterstone's
- …issues another profit warning
- Home Retail Group lowers profit forecast
- Laura Ashley celebrates record profits
- M&S
- …unveils bricks and clicks launch in France
- …general merchandise sales drop
- …to help recycle 500,000 clothes in one day
- Department stores
- Beales set to buy Co-op department stores
- Debenhams
- …first half profits set to beat last year's
- …reaches £1m sales through iPhone app
- Harvey Nichols to trial new format as profits rise
- House of Fraser scouting for small click-and-collect stores
- John Lewis
- …bond fully subscribed
- …first foray into Australia and the US
- Liberty is to revamp beauty hall
- TJ Hughes
- …loses credit insurance
- …sold
- Mixed goods retailers
- Alworths goes into administration
- Argos to launch TV shopping channel
- 99p Stores mulls sale as advisors appointed
- DIY retailing
- Focus wins deal to keep monthly rents
- Kingfisher enjoys strong growth across main divisions
- Topps Tiles like-for-likes up 1.8% in first half
- Miscellaneous specialists
- Allied Carpets sold by Hilco
- Carpetright
- …shuts Irish branches as sales drop over 50%
- …warns on profits
- Halfords
- …launches 240 autocentres across the UK
- …Q4 retail like-for-likes down 6.8%
- Mothercare struggles in UK, but internationally strong
- Sunglass Hut sees promotions hit profit margins
- Electrical retailing
- Bennets
- …collapses into administration
- …bought out of administration
- Best Buy sees Q4 sales fall
- Dixons warns on profits after poor trading
- Jessops to open new store format in Birmingham
- Phones4U
- …sold to BC Partners
- …to double store openings in 2011
- Ryness lighting specialist up for sale
- Furniture retailing
- Bathstore sale talks on verge of collapse
- DFS half year EBITDA flat with sales rising 1%
- Easy Living furniture chain collapses
- SCS set to forge ahead with new stores despite trading slowdown
- World of Sofas bought in pre-pack deal by management
- Home shopping
- Retail websites now reach 75% of European internet audience each month
- BeCheeky.com on verge of liquidation
- Flying Brands
- …forecasts better profits in 2011
- …sees profits fall due to poor weather conditions
- Ocado appoints Belsham to lead non-food team
- Health and beauty retailing
- Alliance Boots boss Andy Hornby to step down
- Lush sales boosted by new European stores
- The Perfume Shop develops new 'accessible luxury' campaign
- Shanghai Pharmaceuticals considering buying stake in Celesio
- Superdrug
- …concept store to open this week
- …launches new shopfit as part of 'take another look' strategy
- Book and stationery retailing
- Blackwell halves full-year losses
- Clinton Cards sees first half profits fall
- Foyles acquires Grant & Cutler book store
- WHSmith launches legal service in store
- Sports and leisure goods retailing
- American Golf owner starts £80m sale talks
- DW Sports joins buying group Intersport
- Go Outdoors
- …launches superstore
- …to sell stake to private equity
- JD Sports Fashion
- …puts end to talks with JJB Sports
- …rescues Fenchurch from administration - but axes all staff
- JJB Sports
- …has CVA approved
- …sales down as it reports revised business plan
- …to improve 'retail basics' with £65m fundraising
- Jewellers
- Aurum Jewellery Group put up for sale
- Signet UK like-for-likes fall 1.4% in 2010
- Toys and games retailing
- Hawkin's Bazaar aims to double store count
- Economy
- BRC and Google to produce Online Retail Monitor
- CPI annual inflation rose to 4.4% in February 2011
- Discounters the winners as grocery growth slows
- Food inflation drops as grocers increase promotions
- Govt to introduce plain packaging for cigarettes and ban on retail displays
- ONS shows volume and value up for February
- Retail sales growth picks up but underlying trend remains subdued
- Scottish non-food sales fall
- Shopping centre development at lowest level for 16 years
- Study shows manufacturers are increasing their online presence
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